List
Fee-only advisors for retirees in the drawdown phase
Retirement isn't the end of planning. It's the start of the drawdown engineering. These advisors orient around the 30-year question: making the money last while keeping the tax bill coordinated.
Fee-only onlyAudience: Retirees
By the numbers
The Wellspent public graph lists 3,334 fee-only financial advisors working with retirees at 1,458 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3326 with fees on file, 87% charge percentage of assets.
- Advisors listed
- 3,334
- Firms
- 1,458
- Cities
- 877
- Hold the CFP
- 49%
- Other credentials: CFA 8% · CPA 3% · EA 2%
- How they charge (of 3326 with fees on file): percentage of assets 87% · fixed fees 44% · hourly 41% · ongoing planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
3334 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Dan Serra | SageVest Wealth Management | McLean | ADPA, CDFA, CFP, EA | Percentage of assets |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| David Hunter | Horizons Wealth Management, Inc | Greenville | CFP | One-time planning fee |
| Doug Dahmer | Retirement Navigator | Burlington | MBA, CFP, TEP | Not listed |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Elizabeth Remick | Ithaka Financial Planning | Bethesda | CFP, MBA | Percentage of assets |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing planning fee |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| Gautham Jain | Jain Wealthonomics | Marana | CFP, MBA | Flat fee or retainer |
| Gregory Curry | Pillar Financial Advisors, LLC | Louisville | CFA, CPA/PFS | Percentage of assets, Fixed fees |
| Gregory Dobson | Retirement Navigator | Etobicoke | CMA, CPA, CFP, EPC | Not listed |
| Hayley Haslett | Lake Road Advisors | Vancouver | CFP, MS, MBA | Percentage of assets |
| Inna Rivilis | Sunflower Financial Planning, LLC | Windham | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Jason Flynn | ABZ Financial Planning | Whitehorse | CFP | Not listed |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Josh Norris | LeFleur Financial | Jackson | CFA, CFP, CPA | Percentage of assets |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Laura Corbiani | Astraea Wealth Management, LLC | Grand Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Logan Collie | Collie Financial Planning, Inc. | Black Mountain | CFP | Percentage of assets, Hourly |
| Lorri DeFoor | Sustain Financial Inc. | Lacey | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Marcus Waddell | Ascension Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Mark Astrinos | Libra Wealth LLC | Los Gatos | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Mathew Hall | Exponent Investment Management | Ottawa | CFP, CFA | Not listed |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Matthew Hawk | Cambridge Capital Management, LLC | O Fallon | CFP | Percentage of assets, Hourly |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Michelle Crumm | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter | CFP, CPA, MBA | Ongoing planning fee |
| Mindy Crary | Creative Money LLC | Seattle | CFP | Flat fee or retainer, One-time planning fee |
| Paul Sydlansky | Lake Road Advisors | Corning | CFP, MBA | Percentage of assets |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Sally Boyle | SJ Boyle Wealth Planning | HANOVER | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Scott Hamilton | Hamilton Financial Planning | Houston | CFP, MBA | Percentage of assets, Hourly |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
| Steven Calio | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.